Shared database
People and organizations
The CRM stores contact details, companies, departments and roles. A person remains easy to find even when they have several responsibilities.
For associations and scientific societies
Association management for your office
Members, membership fees, organizations and committees belong together. The CRM keeps your association office's data and processes in one place, from online applications to the next committee meeting.
We configure membership types, fee rules and access for your organization and support the agreed administrative workflows.
CRM and personal support for your office.
Example workflow
MB
Individual membershipMara Becker
Active Materials committee Member
How it works
Your association office at a glance
The CRM provides reporting on membership trends, fee receivables, upcoming meetings and tasks. Roles and configured overviews determine which information your team sees. The interactive example takes you through the three main work areas.
Feature example · Fictional data
Key records at a glance
Members
Development and next steps
Membership trends248 in the example records
JanFebMarAprMayJun
To process
Check supporting documentMara Becker · Student membership
OpenNew membershipJonas Weber · Regular member
New People · Organizations · Memberships
Membership trends and supporting documents show what needs attention next.
Membership fees due, payments received and open records can be traced.
Upcoming meetings and tasks connect committee work with daily operations.
Workflow illustration, without a working CRM login. No member data, payments or messages are processed.
Services in detail
Areas of association management
Each area links to a dedicated service page with functions and workflows. The shared contact database connects individual memberships, institutional benefits, invoices and committee roles.
Memberships and organizations
Manage memberships, supporting documents and membership terms. Link organizations and employees, provide targeted access to member benefits and set up the member portal.
More about membershipsMembership fees and payment management
Membership fees and recurring invoices follow your fee rules. Process bank transfers, SEPA, partial payments, credit memos and reminders with a clear record.
More about fees and paymentsCommittees and collaboration
Manage committees and roles, prepare meetings and document outcomes. Protected discussions, file collections and tasks support collaboration.
More about committee workSelf service and member portal
Update personal details, view memberships and invoices and access authorized committee areas.
More about self serviceSpeaker fee agreements
Prepare agreements from templates, let people add personal details, sign digitally and track progress.
More about speaker fee agreements
Honorarium agreements
Manage honorarium agreements in one place
Manage many individual agreements in one place, with reusable templates, information supplied through the portal, internal countersigning and digital signing. Status and reminders show where a response is still needed before the event.
Other areas in the CRM
The shared contact database connects association work with scientific events, submissions, communication and finances. Open the module overview to explore other areas.
View all CRM areas
Events
Events and participants
Each event includes dates, rooms, sessions, booking packages, waiting lists, attendance, tickets and check-in data.
View the platform Events and participantsEvents
Abstracts, reviewing and program
Submissions include the abstract, contributors, files and status. Scientific reviewing and program planning take the contribution through to its session, online program and printed edition.
View the abstract system Abstracts, reviewing and programEvents
Exhibition and exhibitor portal
Each exhibitor record includes the hall, booth, package, booked services, booth staff and invoice details. Exhibitors can add information to the fields made available in their portal.
View exhibition management Exhibition and exhibitor portalClubs and associations
Member management
The CRM manages individual and institutional memberships with type, membership period, joining and leaving dates, fee, invoice details and communication.
View memberships Member managementClubs and associations
Committees and specialist groups
Each committee can have its term, responsibilities and members recorded. People are assigned roles such as chair, association office contact, member or guest.
View committee work Committees and specialist groupsOrganization
Communication and mailing lists
Email and letter templates can be sent to selected recipient groups. Attachments, delivery status, tags and contact restrictions are visible in the mailing record.
Organization
Messages and tasks
Incoming messages from shared mailboxes can be assigned to a person, team, project or event.
Organization
Documents and knowledge
Document libraries collect files and notes by category and metadata. Wikis record internal knowledge.
Finances
Invoices, payments and accounting
Quotes, invoices, credit memos, payments, reminders and cost centers are assigned to the relevant order. Data can be passed to accounting through the agreed handovers.
View membership fees and payments Invoices, payments and accountingSelf-service
Self-service and member portal
In the customer portal, participants, submitters, reviewers, exhibitors, members and committee members work on the processes made available to them.
View self-service Self-service and member portal
For your organization
Our event services
We set up the CRM for your association office
We discuss data migration, membership types, your fee schedule, committee structure and responsibilities. Based on your workflows, we decide which portal functions and automations to enable.
Your team receives the access it needs and an introduction. We agree any additional administrative work, training and ongoing support to suit your organization.
Get to know our association management
How does your association office work today?
Show us your membership structure and the workflows you want to simplify. In a demo, we discuss data, rules and suitable support for your team.
Request a CRM demo
Or email us directly: eventsdgm-inventum.de